Tax Consequences in a Will Contest: The Story of a Modern Family

Jay and Gloria are a wealthy, married couple.  Jay has an adult daughter from a previous marriage.  Her name is Claire.  Gloria also has a child from a previous marriage, a 12-year-old boy named Manny.  Jay and Gloria have a daughter together.  Her name is Chloe. Jay is old enough to be Gloria’s father.  The…

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Jane Callahan Speaks on Florida’s Charity Reform Law at the C/F/R Non-profit Series

Jane Callahan, shareholder in Dean Mead’s Tax department, will be the featured speaker at a special nonprofit seminar about Florida’s new Charity Reform Law on November 12th. Cross, Fernandez & Riley, LLP and Dean Mead invite you to attend a complimentary breakfast seminar featuring keynote speaker, Jane Callahan, Shareholder in Dean Mead’s Tax department. Join…

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Florida Agriculture Financial Mgmt. Conference – Nov. 13 & 14

The Florida Agriculture Financial Management Conference Returns November 13-14, 2014 Omni ChampionsGate Resort in Orlando Agribusiness experts present risk management strategies to address the complex financial and business challenges Florida agriculturalists face every day. The 2014 Florida Agriculture Financial Management Conference held in Orlando will address key financial issues producers face. Analyzing financial performance, evaluating…

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Steve Looney Speaks at 63rd Tulane Tax Institute in New Orleans

Stephen R. Looney, Chair of Dean Mead’s Tax department, was a guest speaker at the 63rd Annual Tulane Tax Institute in New Orleans, LA on October 22, 2014. His presentation was titled, “Reclassification of Compensation Paid by C Corporations and Reclassification of Distributions Made by Corporations to their Shareholder-Employees”. Mr. Looney discussed how the IRS and…

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Consequences of Modification of a QTIP Trust Settlement

Consequences of Modification of a QTIP Trust Settlement: One Scenario in ‘The Tale of Moné Baggs Smith’ A “QTIP” trust is a “Qualified Terminable Interest Property” trust. It is often used by spouses in a second or subsequent marriage where at least one party has children from a previous marriage. The QTIP trust allows the…

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